Overview
Foods

Yoshimura Food Holdings K.K.

Yoshimura Food Holdings is a holding company established to support and revitalize small and medium-sized food manufacturers in Japan, acquiring companies facing succession challenges or operational difficulties. The group operates a proprietary 'SME Support Platform' providing centralized functions—including sales & marketing, product development, production management, procurement & logistics, and quality control—to its subsidiaries, enabling each company to leverage its individual strengths while compensating for weaknesses. Its diverse portfolio of subsidiaries manufactures and sells a wide range of food products including chilled shumai and gyoza (domestic top-share in chilled shumai), seafood products (scallops, tuna, salmon), frozen foods, noodles, jelly products, Japanese sake, and peanut butter, distributed through supermarkets, convenience stores, drug stores, and food service channels across Japan and internationally.

Market Cap
¥13.3B
US$85.0M
EV
¥40.8B
US$260M
Stock¥558▼-0.18%
US$1 = ¥156.80 (2026-10-23)
LTM EV/EBITDA
12.8
x
LTM EV/EBIT
22.2
x
LTM PER
8.4
x
LTM PBR
1.0
x
Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-36.5%pt
10012
Oct 24, 25 – Oct 23, 26StockTOPIX
1Jul 16, 26Q1 FY2027/02 earnings announced
2Oct 16, 26Q2 FY2027/02 earnings announced
MC → EV Bridge
13.3BUS$85.0MMarket Cap33.4BUS$213M+ Debt12.5BUS$79.7M− Cash0.68BUS$4.31M− Inv. Sec.7.17BUS$45.8M+ NCI40.8BUS$260MEV
AI Briefing
Serial roll-up of succession-challenged Japanese food SMEs, 36+ subsidiaries under shared 'SME Support Platform'; domestic share leader in chilled shumai. FY26/2 revenue ¥57.5B dipped slightly YoY with OP margin compressing to 2.7% from 7.2%, signaling integration/cost pressure despite EBITDA Fwd ticking up to ¥3.7B. No tender offer in play; founder holds ~29% with EV/EBITDA LTM near 12.8x on ¥33.4B debt load - leveraged consolidator story, not a near-term control event.
Performance & Balance
Revenue 5Y (¥B)
29.3US$187M'22/234.9US$223M'23/249.8US$317M'24/258.1US$371M'25/257.5US$367M'26/2
EBITDA 5Y (¥B)
1.10US$7.03M'22/21.27US$8.08M'23/23.39US$21.6M'24/25.73US$36.6M'25/23.16US$20.2M'26/2
Net Income 5Y (¥B)
0.50US$3.19M'22/20.61US$3.91M'23/21.03US$6.56M'24/21.86US$11.9M'25/20.92US$5.85M'26/2
Capital Structure
29%
71%
EquityD/E 2.43xDebt
Liquidity vs Debt 5Y (¥B)▼ Net Debt
CashInv. Sec.Debt
3.29US$21.0M10.6US$67.4M'22/25.00US$31.9M14.9US$94.9M'23/210.2US$65.2M31.6US$202M'24/213.2US$84.0M29.4US$187M'25/211.7US$74.5M31.6US$201M'26/2
Shareholders
Top 10 hold 65.4%
1
Motohisa YOSHIMURA
29.23%
2
Custody Bank of Japan, Ltd. (Trust Account)
8.24%
3
MY Co., Ltd.
7.95%
4
KOKUBU GROUP CORP.
4.98%
5
Takahiro YAMAGUCHI
4.55%
6
The Master Trust Bank of Japan, Ltd. (Trust Account)
3.80%
7
SBI SECURITIES Co., Ltd.
2.48%
8
BBH CO FOR ARCUS JAPAN VALUE FUND (Standing Proxy: MUFG Bank, Ltd.)
1.66%
9
Hiroyuki YOSHIOKA
1.31%
10
Kentaro MATSUDA
1.23%
Management
8 officers
Motohisa YOSHIMURA
Representative Director, CEO
Apr 1988 Joined Daiwa Securities Co., Ltd. Oct 1997 Joined Morgan Stanley Securities Co., Ltd. (now Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.) Mar 2008 Established Yoshimura Food Holdings Co., Ltd.; Representative Director, CEO (current)
1964-04-09
Shun ANDO
Director, CFO
Apr 2002 Joined YKK Corporation Apr 2007 Joined Resona Capital Co., Ltd. Sep 2008 Joined Yoshimura Food Holdings Co., Ltd. Jul 2010 Executive Officer, General Manager of Corporate Planning Office, the Company Oct 2012 Director, CFO, the Company (current)
1978-06-02
Akinori KONO
Director
Apr 1992 Joined Kyoei Sangyo Co., Ltd. Jan 2001 Executive Officer, General Manager of Corporate Planning Office, same company Jun 2003 Director, General Manager of Corporate Planning Office, same company Jun 2008 Managing Director, General Manager of Corporate Planning Office, same company Dec 2008 Joined Yoshimura Food Holdings Co., Ltd. Jul 2010 Executive Officer, General Manager of Internal Control Office, the Company Oct 2012 Executive Officer, General Manager of Corporate Planning Office, the Company Aug 2018 Executive Officer, General Manager of Administration Division, the Company May 2023 Director, the Company (current)
1968-05-28
Kazutoshi HIRANO
Outside Director
Apr 1989 Joined First Finance Co., Ltd. Apr 1995 Joined Nihon Three S Co., Ltd. Aug 1996 Joined Tact Consulting Co., Ltd. Jul 1997 Registered as Certified Tax Accountant Jan 2003 Partner (Representative Member), Tact Consulting Tax Accountant Corporation May 2003 Partner, United Accounting Partners (current) Jul 2006 Representative Member, UAP Tax Accountant Corporation (current) May 2026 Outside Director, the Company (current)
1966-06-16
Nobuyuki YAGI
Outside Director
Apr 1987 Joined Ministry of Agriculture, Forestry and Fisheries May 1994 Completed MBA, Wharton School, University of Pennsylvania Aug 2008 Specially Appointed Associate Professor, University of Tokyo (Ocean Alliance) Dec 2008 Obtained Ph.D. (Agriculture), University of Tokyo Apr 2011 Associate Professor, Graduate School of Agricultural and Life Sciences, University of Tokyo Apr 2017 Professor, Graduate School of Agricultural and Life Sciences, University of Tokyo Apr 2026 Specially Appointed Professor, Specially Appointed Professor Office, University of Tokyo (current) May 2026 Outside Director, the Company (current)
1962-02-09
Takeshi YOSHIDA
Full-time Corporate Auditor
Apr 1989 Joined NED Co., Ltd. Apr 1999 Joined Yasuda Enterprise Development Co., Ltd. Apr 2015 Outside Corporate Auditor, Fourseasons & Company, Inc. Oct 2015 Representative Director, Nichiyu Co., Ltd. Mar 2016 Outside Director, Fourseasons & Company, Inc. Feb 2017 Outside Director, Luft Medical Care Co., Ltd. Oct 2017 Outside Director, Quantum Operation Co., Ltd. Jan 2020 Representative Member, Yoshida Office LLC (current) May 2023 Outside Corporate Auditor, the Company (current)
1961-11-06
Jun IKEDA
Corporate Auditor
Apr 1985 Joined The Saitama Bank, Ltd. (now Resona Bank, Ltd.) Sep 1989 Joined NED Co., Ltd. Apr 1999 Joined Yasuda Enterprise Development Co., Ltd. Sep 2001 Joined Hotland Co., Ltd. (now Hotland Holdings Co., Ltd.) Jan 2005 Joined Tully's Coffee Japan Co., Ltd. May 2006 Joined MU Hands-On Capital Co., Ltd. Apr 2008 Joined Neostella Capital Co., Ltd. Oct 2012 Representative Director, Cartago Co., Ltd. (current) May 2017 Outside Corporate Auditor, the Company (current)
1961-10-05
Lei RAI
Corporate Auditor
Apr 2010 Joined Nomura Securities Co., Ltd. Jul 2014 Joined Nexon Co., Ltd. Jul 2015 Representative Director, Sinfrontera Co., Ltd. (current) Sep 2016 Outside Director, Adventure Inc. (current) May 2023 Outside Corporate Auditor, the Company (current)
1984-12-23
Large Shareholding Reports
Resona Asset Management Co., Ltd.
2026-10-21
7.40%→6.02%
Resona Asset Management Co., Ltd.
2026-09-07
8.71%→7.40%
Nomura Asset Management Co., Ltd.
2026-05-11
1.68%→1.88%
Resona Asset Management Co., Ltd.
2026-04-21
9.77%→8.71%
Nomura Securities Co., Ltd.
2026-04-06
1.69%
Resona Asset Management Co., Ltd.
2025-11-20
8.49%→9.77%
Resona Asset Management Co., Ltd.
2025-08-07
5.81%→8.49%
Disclosures
No disclosures
Primary Source Filings
EDINET
2026-10-21
Large Shareholding Report
TDnet
2026-10-15
Q2 Earnings Flash
FY ending Feb 2027
EDINET
2026-10-15
Semi-Annual Securities Report
Period: Mar 2026 – Feb 2027
EDINET
2026-09-07
Large Shareholding Report
TDnet
2026-07-15
Q1 Earnings Flash
FY ending Feb 2027
EDINET
2026-05-28
Annual Securities Report
Period: Mar 2025 – Feb 2026
EDINET
2026-05-11
Large Shareholding Report
EDINET
2026-04-21
Large Shareholding Report
EDINET
2026-04-06
Large Shareholding Report
TDnet
2026-01-14
Q3 Earnings Flash
FY ending Feb 2026
EDINET
2025-11-20
Large Shareholding Report
EDINET
2025-10-15
Semi-Annual Securities Report
Period: Mar 2025 – Feb 2026
EDINET
2025-08-07
Large Shareholding Report
TDnet
2025-07-15
Q1 Earnings Flash
FY ending Feb 2026
EDINET
2025-05-30
Annual Securities Report
Period: Mar 2024 – Feb 2025
TDnet
2025-01-14
Q3 Earnings Flash
FY ending Feb 2025
EDINET
2024-10-15
Semi-Annual Securities Report
Period: Mar 2024 – Feb 2025
TDnet
2024-07-12
Q1 Earnings Flash
FY ending Feb 2025
EDINET
2024-07-12
Quarterly Securities Report
Period: Mar 2024 – May 2024
EDINET
2024-05-31
Annual Securities Report
Period: Mar 2023 – Feb 2024
EDINET
2024-01-15
Quarterly Securities Report
Period: Sep 2023 – Nov 2023
EDINET
2023-10-13
Quarterly Securities Report
Period: Jun 2023 – Aug 2023
EDINET
2023-07-14
Quarterly Securities Report
Period: Mar 2023 – May 2023
EDINET
2023-05-31
Annual Securities Report
Period: Mar 2022 – Feb 2023
EDINET
2023-01-13
Quarterly Securities Report
Period: Sep 2022 – Nov 2022
EDINET
2022-10-14
Quarterly Securities Report
EDINET
2022-07-15
Quarterly Securities Report
EDINET
2022-05-27
Annual Securities Report
EDINETAmended
2022-05-11
Amended Quarterly Securities Report
EDINETAmended
2022-05-11
Amended Annual Securities Report
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